Magic Markets #31: Yield Masterclass

Episode 31 June 24, 2021 00:26:47
Magic Markets #31: Yield Masterclass
Magic Markets
Magic Markets #31: Yield Masterclass

Show Notes

Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio.

Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don't want to get on the wrong side of, regardless of your stock picking abilities.

In Episode 31 of Magic Markets, the hosts kick it up a gear on the technical side, discussing more advanced topics on the yield curve for those who are ready to learn more.

The combination of Mohammed Nalla's macro and fixed income insights and The Finance Ghost's experience with equity valuations creates a yield masterclass that you don't want to miss.


Other Episodes

Episode 34

July 14, 2021 00:30:01
Episode Cover

Magic Markets #34: Riots and Rands

Our home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. Hosts The Finance Ghost and Mohammed Nalla would like to thank you for making time to listen to us in a week where you are being bombarded with news and analysis. ...


Episode 7

January 06, 2021 00:19:40
Episode Cover

Magic Markets #7: 2021 Preview

The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off 2021 with a recap of what worked and didn't work in their investment portfolios in 2020. They also discuss changes made to their respective portfolios for 2021, taking into account the second wave of lockdowns and latest market movements. ...


Episode 30

June 17, 2021 00:27:58
Episode Cover

Magic Markets #30: Investing Down Under

Mohammed Nalla took a break this week to deal with a tragic loss in his family, while The Finance Ghost ensured that the show goes on. Mark Tobin is the guest this week, an Irishman who writes about Australian stocks while living in Stellenbosch! He may struggle to choose who to support in the Rugby World Cup and he certainly struggles with Afrikaans pronunciations, but his international perspectives are invaluable. The show includes discussions on the key sectors in Australia, the spread of companies on the ASX, the extent of the small-cap universe vs. South Africa and the type of return metrics that can typically be expected on that market. If you want to expand your portfolio universe to include Australian stocks, this is a must-listen. For more from Mark, follow Coffee Microcaps on Twitter. ...